-31.8%
INFY vs ALK
+2.0%
-33.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.8% | -4.5% |
| 7D | -7.2% | +0.1% | -7.4% | -7.3% |
| 30D | -11.2% | -18.5% | +7.3% | -8.8% |
| 3M | -7.4% | -3.6% | -3.9% | -7.5% |
| 6M | -21.3% | -3.7% | -17.6% | -21.7% |
| YTD | -36.2% | -19.0% | -17.2% | -35.1% |
| 1Y | -31.3% | -36.0% | +4.8% | -28.0% |
| All | -31.8% | +2.0% | -33.9% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ALK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling